Zacks Research Issues Pessimistic Outlook for Masco Earnings

Masco Corporation (NYSE:MAS) – Equities researchers at Zacks Research reduced their Q3 2027 earnings per share (EPS) estimates for shares of Masco in a research note issued on Wednesday, August 19th. Zacks Research analyst Team now forecasts that the construction company will post earnings per share of $1.13 for the quarter, down from their previous estimate of $1.18. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Masco’s current full-year earnings is $4.52 per share. Zacks Research also issued estimates for Masco’s Q4 2027 earnings at $1.03 EPS, Q2 2028 earnings at $1.39 EPS and FY2028 earnings at $5.17 EPS.

A number of other equities analysts have also weighed in on MAS. Deutsche Bank Aktiengesellschaft set a $74.00 target price on shares of Masco in a research report on Monday, August 3rd. JPMorgan Chase & Co. boosted their price target on shares of Masco from $74.00 to $78.00 and gave the stock a “neutral” rating in a research note on Friday, April 24th. The Goldman Sachs Group increased their price objective on shares of Masco from $79.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Royal Bank Of Canada raised their price objective on Masco from $67.00 to $72.00 and gave the company a “sector perform” rating in a research report on Thursday, April 23rd. Finally, Wells Fargo & Company lifted their target price on Masco from $85.00 to $87.00 and gave the stock an “overweight” rating in a report on Tuesday, July 14th. Seven equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Masco presently has an average rating of “Hold” and an average target price of $79.87.

Masco Trading Down 2.5%

Masco stock opened at $73.39 on Friday. Masco has a 1 year low of $58.16 and a 1 year high of $83.64. The firm’s 50 day moving average price is $76.81 and its 200-day moving average price is $70.98. The company has a debt-to-equity ratio of 109.07, a current ratio of 1.86 and a quick ratio of 1.22. The stock has a market cap of $14.47 billion, a P/E ratio of 16.87, a PEG ratio of 1.90 and a beta of 1.30.

Masco (NYSE:MAS) last posted its quarterly earnings results on Wednesday, July 29th. The construction company reported $1.64 earnings per share for the quarter, topping the consensus estimate of $1.32 by $0.32. Masco had a return on equity of 2,379.08% and a net margin of 11.61%.The business had revenue of $1.99 billion during the quarter, compared to the consensus estimate of $2.08 billion. During the same period in the prior year, the company posted $1.30 EPS. The firm’s revenue for the quarter was down 2.9% compared to the same quarter last year. Masco has set its FY 2026 guidance at 4.400-4.600 EPS.

Institutional Investors Weigh In On Masco

Large investors have recently added to or reduced their stakes in the stock. Focus Partners Wealth raised its holdings in Masco by 2.6% during the 1st quarter. Focus Partners Wealth now owns 10,414 shares of the construction company’s stock valued at $724,000 after buying an additional 265 shares during the period. CW Advisors LLC purchased a new position in Masco during the second quarter worth $238,000. Bank of Nova Scotia increased its position in Masco by 14.8% during the second quarter. Bank of Nova Scotia now owns 25,555 shares of the construction company’s stock valued at $1,645,000 after acquiring an additional 3,294 shares during the last quarter. WINTON GROUP Ltd purchased a new stake in shares of Masco in the second quarter valued at $415,000. Finally, Daiwa Securities Group Inc. raised its stake in shares of Masco by 4.6% in the second quarter. Daiwa Securities Group Inc. now owns 31,832 shares of the construction company’s stock valued at $2,049,000 after acquiring an additional 1,413 shares during the period. 93.91% of the stock is owned by institutional investors.

Masco Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, August 28th. Stockholders of record on Monday, August 24th will be given a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a dividend yield of 1.7%. The ex-dividend date is Monday, August 24th. Masco’s dividend payout ratio is currently 29.43%.

Masco declared that its board has approved a share repurchase program on Thursday, May 7th that permits the company to buyback $300.00 million in shares. This buyback authorization permits the construction company to purchase up to 2.1% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s management believes its shares are undervalued.

Key Masco News

Here are the key news stories impacting Masco this week:

• Positive Sentiment: Zacks raised its FY2026 EPS estimate to $4.49 from $4.27, bringing it close to the current analyst consensus of $4.52 and within Masco’s guidance range of $4.40–$4.60.
• Positive Sentiment: The firm also lifted its FY2027 EPS forecast to $4.71 from $4.69, while increasing estimates for Q1 2027, Q2 2027 and Q1 2028. These changes suggest some confidence in Masco’s earnings trajectory beyond the immediate period.
• Neutral Sentiment: The revisions were issued by Zacks Research, but the firm retained its “Hold” recommendation, signaling that the improved annual outlook does not yet justify a more bullish stance.
• Negative Sentiment: Zacks cut its Q3 2026 EPS estimate to $0.99 from $1.04 and Q4 2026 to $0.82 from $0.91. It also reduced its FY2028 forecast to $5.17 from $5.25.
• Negative Sentiment: Additional reductions affected Q3 2027, Q4 2027 and Q2 2028 estimates. The broad pattern of cuts to several quarterly forecasts may be weighing on sentiment, particularly because Masco’s revenue recently declined year over year even though quarterly EPS exceeded expectations.

About Masco

Masco Corporation is a global leader in the design, manufacture and distribution of branded home improvement and building products. Founded in 1929 and headquartered in Livonia, Michigan, the company has evolved from a small door?bell manufacturer into a diversified enterprise serving both residential and commercial markets. Over its history, Masco has grown through a combination of organic innovation and strategic acquisitions, building a portfolio of well-recognized brands.

The company’s product offerings are organized into two primary segments.